PIM

Progressive Investment Management Portfolio holdings

AUM $393M
1-Year Est. Return 17.01%
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$161K
2
+$79.4K
3
+$61.3K
4
DHR icon
Danaher
DHR
+$60.9K
5
WAT icon
Waters Corp
WAT
+$43.8K

Top Sells

1
+$124K
2
+$98.4K
3
+$95.5K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$90.6K
5
AMZN icon
Amazon
AMZN
+$81.9K

Sector Composition

1 Technology 28.86%
2 Financials 16.71%
3 Consumer Discretionary 14.93%
4 Healthcare 13.88%
5 Industrials 12.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.94M 2.29%
46,797
-1,168
27
$3.94M 2.29%
19,258
+142
28
$3.42M 1.99%
58,100
-1,540
29
$3.1M 1.8%
21,567
-106
30
$2.96M 1.72%
16,307
+85
31
$2.88M 1.67%
27,730
+161
32
$1.77M 1.03%
47,798
-56
33
$323K 0.19%
1,610
-14
34
$269K 0.16%
5,589
35
$257K 0.15%
1,908
-198
1
2